Plan Snapshot
- Plan Sponsor: Northeast Health System, INC.
- Sponsor EIN: 043240453
- Sponsor Address: 41 MALL ROAD, BURLINGTON, MA, 01805
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $612,986 | $13.4M |
| 2022 | 2,707 | $161.9M | $706,008 | $12.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TOWERS WATSON DELAWARE, INC. | CONSULTANT | $108,857 | — | $108,857 |
| NEPC, LLC | CONSULTANT | $20,622 | — | $20,622 |
| BDO | ACCOUNTANT / AUDIT | $17,948 | — | $17,948 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON DELAWARE, INC. — CONSULTANT
- NEPC, LLC — CONSULTANT
- BDO — ACCOUNTANT / AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,427
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $199,067 | $9,722 | $300 | $24,500 | — |
| 2022 | $162,382 | $2,854 | — | — | — |